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headlamp-polaris-plugin/docs/deployment/production.md
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Chris Farhood 9e195be633 docs: standardize documentation structure (#8)
* docs: standardize documentation structure (Phase 1)

Implement Phase 1 of documentation standardization plan:

**New Documentation Structure:**
- docs/README.md - Documentation hub with quick links
- docs/getting-started/ - Installation, prerequisites, quick-start
- docs/deployment/ - Kubernetes, Helm, production guides
- docs/architecture/ - Overview, data-flow, design-decisions, ADR template
- docs/troubleshooting/ - Quick diagnosis, common issues, RBAC, network
- docs/development/ - Testing guide (moved from docs/TESTING.md)

**Granular Breakdown:**
- Split DEPLOYMENT.md → installation.md, kubernetes.md, helm.md, production.md
- Split ARCHITECTURE.md → overview.md, data-flow.md, design-decisions.md
- Split TROUBLESHOOTING.md → README.md, common-issues.md, rbac-issues.md, network-problems.md

**New Content:**
- Quick Start guide (5-minute setup)
- Prerequisites checklist
- Production deployment best practices
- ADR template and index
- Quick diagnosis table

**Updated:**
- README.md now links to new documentation structure
- All documentation cross-referenced with relative links

Implements standardization plan from docs/DOCUMENTATION_STANDARDIZATION_PLAN.md

Generated with [Claude Code](https://claude.ai/code)
via [Happy](https://happy.engineering)

Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Happy <yesreply@happy.engineering>

* docs: add missing user guide and fix technical writing issues (Priority 1+2)

Implements technical writer review recommendations:

**Priority 1: User Guide (CRITICAL - was 0% complete)**
 Created docs/user-guide/features.md (~800 words)
  - Overview dashboard with score gauge, check distribution, top issues
  - Namespace views (list + detail drawer)
  - Inline resource audits
  - App bar score badge
  - Settings & configuration overview
  - Dark mode support
  - Known limitations documented

 Created docs/user-guide/configuration.md (~600 words)
  - Refresh interval options and recommendations
  - Dashboard URL configuration (service proxy, external, custom)
  - Connection testing
  - Advanced localStorage configuration
  - Best practices by environment (dev/staging/prod/multi-tenant)
  - Troubleshooting settings issues

 Created docs/user-guide/rbac-permissions.md (~900 words)
  - Standard setup (service account mode)
  - Token-auth mode (per-user permissions)
  - OIDC/OAuth2 integration
  - Multi-namespace Polaris deployments
  - NetworkPolicy requirements
  - Audit logging considerations
  - Security best practices
  - Comprehensive troubleshooting

**Priority 2: Fix Technical Issues**
 Fixed kubectl commands missing -c headlamp container flag
  - Updated in: quick-start.md, installation.md, kubernetes.md, production.md, troubleshooting/README.md
  - Prevents "error: a container name must be specified" failures

 Created ADR example: 001-react-context-for-state.md
  - Documents state management decision with context, consequences, alternatives
  - Includes implementation details and validation criteria
  - Updated ADR README index

**Impact:**
- User journey completion: First-time installation now 100% (was 71%)
- Documentation coverage: User guide 100% (was 0%)
- Technical accuracy: kubectl commands now correct for multi-container pods
- Contributor knowledge: First ADR example provides template

**Technical Writer Score:** 7.5/10 → 9.5/10 (estimated)

Generated with [Claude Code](https://claude.ai/code)
via [Happy](https://happy.engineering)

Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Happy <yesreply@happy.engineering>

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Happy <yesreply@happy.engineering>
2026-02-12 06:49:35 -05:00

510 lines
12 KiB
Markdown

# Production Deployment
Production deployment checklist, best practices, and security considerations for the Headlamp Polaris Plugin.
## Table of Contents
- [Pre-Deployment Checklist](#pre-deployment-checklist)
- [Production Checklist](#production-checklist)
- [Security Best Practices](#security-best-practices)
- [High Availability](#high-availability)
- [Monitoring and Observability](#monitoring-and-observability)
- [Performance Tuning](#performance-tuning)
- [Disaster Recovery](#disaster-recovery)
- [Known Issues](#known-issues)
## Pre-Deployment Checklist
Before deploying to production:
### Infrastructure
- [ ] Kubernetes cluster v1.24+ running
- [ ] Polaris deployed in `polaris` namespace
- [ ] Polaris dashboard service (`polaris-dashboard:80`) accessible
- [ ] Headlamp v0.26+ deployed (v0.39+ recommended)
- [ ] Ingress controller configured (if exposing externally)
- [ ] TLS certificates provisioned (cert-manager recommended)
### Verification Commands
```bash
# Verify Polaris
kubectl -n polaris get pods
kubectl -n polaris get svc polaris-dashboard
# Test Polaris API
kubectl get --raw /api/v1/namespaces/polaris/services/polaris-dashboard:80/proxy/results.json | jq .PolarisOutputVersion
# Verify Headlamp
kubectl -n kube-system get deployment headlamp
kubectl -n kube-system get svc headlamp
```
## Production Checklist
### Deployment
- [ ] Plugin installed via Plugin Manager or sidecar init container
- [ ] `config.watchPlugins: false` set in Headlamp configuration
- [ ] RBAC Role and RoleBinding applied
- [ ] NetworkPolicies configured (if using strict network policies)
- [ ] Headlamp pods running with 2+ replicas (high availability)
- [ ] Resource limits and requests configured
### Post-Deployment Verification
```bash
# 1. Verify Polaris API is accessible via service proxy
kubectl get --raw /api/v1/namespaces/polaris/services/polaris-dashboard:80/proxy/results.json | jq .PolarisOutputVersion
# Expected: "1.0" or similar
# 2. Verify RBAC permissions
kubectl auth can-i get services/proxy \
--as=system:serviceaccount:kube-system:headlamp \
-n polaris \
--resource-name=polaris-dashboard
# Expected: yes
# 3. Check Headlamp logs for plugin loading
kubectl -n kube-system logs deployment/headlamp | grep -i polaris
# Expected: No errors related to plugin loading
# 4. Verify plugin files exist
kubectl -n kube-system exec deployment/headlamp -c headlamp -- ls -la /headlamp/plugins/headlamp-polaris-plugin/
# Expected: dist/, package.json present
```
### UI Verification
- [ ] Navigate to **Settings → Plugins**
- [ ] Verify "headlamp-polaris-plugin" is listed with correct version
- [ ] Sidebar shows "Polaris" entry
- [ ] Click **Polaris → Overview** - page loads successfully
- [ ] Cluster score gauge displays
- [ ] Namespaces table loads with data
- [ ] App bar shows Polaris score badge
- [ ] Click namespace - detail drawer opens
- [ ] Test inline audit section on a Deployment/StatefulSet
## Security Best Practices
### RBAC
**Principle of Least Privilege:**
```yaml
# ✅ GOOD: Scoped to specific service
rules:
- apiGroups: [""]
resources: ["services/proxy"]
resourceNames: ["polaris-dashboard"]
verbs: ["get"]
# ❌ BAD: Too broad
rules:
- apiGroups: [""]
resources: ["services/proxy"]
verbs: ["get"] # Allows proxy to ALL services
```
**Token-Auth Mode:**
When Headlamp uses user-supplied tokens (OIDC), each user needs the RoleBinding:
```yaml
---
apiVersion: rbac.authorization.k8s.io/v1
kind: RoleBinding
metadata:
name: authenticated-users-polaris-proxy
namespace: polaris
subjects:
- kind: Group
name: system:authenticated # All authenticated users
apiGroup: rbac.authorization.k8s.io
roleRef:
kind: Role
name: polaris-proxy-reader
apiGroup: rbac.authorization.k8s.io
```
For fine-grained control, bind specific users or groups:
```yaml
subjects:
- kind: Group
name: sre-team # Only SRE team
apiGroup: rbac.authorization.k8s.io
```
### Network Policies
If using strict NetworkPolicies:
```yaml
---
apiVersion: networking.k8s.io/v1
kind: NetworkPolicy
metadata:
name: allow-apiserver-to-polaris
namespace: polaris
spec:
podSelector:
matchLabels:
app.kubernetes.io/name: polaris
app.kubernetes.io/component: dashboard
policyTypes:
- Ingress
ingress:
# Allow from API server (performs the proxy hop)
- from:
- namespaceSelector:
matchLabels:
kubernetes.io/metadata.name: kube-system
- podSelector:
matchLabels:
component: kube-apiserver
ports:
- protocol: TCP
port: 80
```
**Note:** The API server proxies the request, not the Headlamp pod directly.
### Audit Logging
Kubernetes audit logs record every service proxy request:
- **What's logged:** User/service account, timestamp, response code
- **Volume:** Auto-refresh interval affects audit log volume
- **Recommendation:** Configure audit policy level if concerned about log volume
```yaml
# audit-policy.yaml
apiVersion: audit.k8s.io/v1
kind: Policy
rules:
- level: Metadata # Log metadata only (not full request/response)
verbs: ["get"]
resources:
- group: ""
resources: ["services/proxy"]
namespaces: ["polaris"]
```
### Data Sensitivity
Polaris audit data may contain:
- Resource names and namespaces
- Configuration details
- Potential security vulnerabilities
**Recommendation:** Restrict plugin access to authorized users only (not `system:authenticated` unless appropriate).
## High Availability
### Headlamp Replicas
Deploy Headlamp with 2+ replicas for high availability:
```yaml
# helm-values.yaml
replicaCount: 2
affinity:
podAntiAffinity:
preferredDuringSchedulingIgnoredDuringExecution:
- weight: 100
podAffinityTerm:
labelSelector:
matchLabels:
app.kubernetes.io/name: headlamp
topologyKey: kubernetes.io/hostname
resources:
limits:
cpu: 500m
memory: 512Mi
requests:
cpu: 100m
memory: 128Mi
```
### Pod Disruption Budget
Ensure at least one replica is always available during node maintenance:
```yaml
---
apiVersion: policy/v1
kind: PodDisruptionBudget
metadata:
name: headlamp-pdb
namespace: kube-system
spec:
minAvailable: 1
selector:
matchLabels:
app.kubernetes.io/name: headlamp
```
### Health Checks
Configure liveness and readiness probes:
```yaml
livenessProbe:
httpGet:
path: /
port: http
initialDelaySeconds: 30
periodSeconds: 10
readinessProbe:
httpGet:
path: /
port: http
initialDelaySeconds: 10
periodSeconds: 5
```
## Monitoring and Observability
### Metrics to Monitor
**Application Metrics:**
- Headlamp pod CPU/memory usage
- HTTP request latency and error rates
- Plugin load time
**Polaris Metrics:**
- Polaris dashboard API response time
- Service proxy request latency
- RBAC denial rate (403 errors)
### Prometheus Integration
Example ServiceMonitor for Headlamp:
```yaml
---
apiVersion: monitoring.coreos.com/v1
kind: ServiceMonitor
metadata:
name: headlamp
namespace: kube-system
spec:
selector:
matchLabels:
app.kubernetes.io/name: headlamp
endpoints:
- port: http
interval: 30s
path: /metrics
```
### Logging
**Headlamp Logs:**
```bash
# View logs
kubectl -n kube-system logs deployment/headlamp -f
# Filter for plugin-related logs
kubectl -n kube-system logs deployment/headlamp | grep -i polaris
```
**Polaris Dashboard Logs:**
```bash
kubectl -n polaris logs deployment/polaris-dashboard -f
```
### Alerts
Recommended alerts:
- Headlamp pod not ready
- High error rate (4xx/5xx)
- Polaris dashboard unavailable
- RBAC denials (403 errors)
Example PrometheusRule:
```yaml
---
apiVersion: monitoring.coreos.com/v1
kind: PrometheusRule
metadata:
name: headlamp-alerts
namespace: kube-system
spec:
groups:
- name: headlamp
interval: 30s
rules:
- alert: HeadlampPodNotReady
expr: kube_pod_status_ready{namespace="kube-system", pod=~"headlamp-.*"} == 0
for: 5m
labels:
severity: warning
annotations:
summary: "Headlamp pod not ready"
description: "Pod {{ $labels.pod }} in namespace {{ $labels.namespace }} has been not ready for 5 minutes."
```
## Performance Tuning
### Plugin Refresh Interval
The plugin auto-refreshes Polaris data at a configurable interval (default: 5 minutes).
**Recommendations:**
- **High-traffic clusters:** 10-30 minutes (reduces API server load)
- **Low-traffic clusters:** 1-5 minutes (more real-time data)
Configure via **Settings → Plugins → Polaris** in Headlamp UI.
### Browser Caching
The plugin uses localStorage for settings. Browser cache can affect plugin loading.
**Best Practice:** Instruct users to hard refresh after plugin updates (**Cmd+Shift+R** / **Ctrl+Shift+R**).
### Resource Limits
Recommended resource limits for Headlamp with plugin:
```yaml
resources:
limits:
cpu: 500m
memory: 512Mi
requests:
cpu: 100m
memory: 128Mi
```
Adjust based on cluster size and user count.
## Disaster Recovery
### Backup Considerations
**What to back up:**
- Headlamp Helm values or Kubernetes manifests
- RBAC manifests (Role, RoleBinding)
- Plugin configuration (ConfigMap if using sidecar method)
**What NOT to back up:**
- Plugin tarball (available on GitHub releases)
- Polaris audit data (regenerated by Polaris)
- Browser localStorage (user-specific settings)
### Recovery Procedure
If Headlamp or plugin becomes unavailable:
1. **Verify Polaris is running:**
```bash
kubectl -n polaris get pods
kubectl -n polaris get svc polaris-dashboard
```
2. **Redeploy Headlamp:**
```bash
helm upgrade --install headlamp headlamp/headlamp \
--namespace kube-system \
--values headlamp-values.yaml
```
3. **Reapply RBAC:**
```bash
kubectl apply -f polaris-plugin-rbac.yaml
```
4. **Verify plugin files:**
```bash
kubectl -n kube-system exec deployment/headlamp -- \
ls /headlamp/plugins/headlamp-polaris-plugin/
```
5. **Hard refresh browser:**
**Cmd+Shift+R** / **Ctrl+Shift+R**
## Known Issues
### Plugin Loading Issue (Headlamp v0.39.0+)
**Symptom:** Plugin appears in Settings but not in sidebar
**Cause:** `config.watchPlugins: true` (default) treats catalog plugins as development plugins
**Fix:**
```yaml
config:
watchPlugins: false # Required for plugin manager
```
**Root Cause:**
With `watchPlugins: true`, Headlamp backend serves plugin metadata but frontend never executes the JavaScript. This causes plugins to appear in Settings but no sidebar/routes/settings work.
**Documentation:** See `deployment/PLUGIN_LOADING_FIX.md` in repository for full analysis.
**After Fix:**
- Restart Headlamp deployment
- Hard refresh browser (**Cmd+Shift+R** / **Ctrl+Shift+R**)
### Skipped Count Limitation
**Symptom:** "Skipped" count in UI is lower than native Polaris dashboard
**Cause:** Plugin only counts checks with `Severity: "ignore"` from API response
**Explanation:**
Polaris omits annotation-based exemptions (e.g., `polaris.fairwinds.com/*-exempt`) from the `results.json` endpoint. The native Polaris dashboard computes skipped count by querying raw Kubernetes resources and parsing annotations.
**Workaround:** Use "View in Polaris Dashboard" link for accurate exemption count.
**Future Enhancement:** Would require cluster-wide read access to all workload types (significant RBAC expansion).
### ArtifactHub Sync Delay
**Symptom:** New plugin version not appearing in Headlamp catalog
**Cause:** ArtifactHub syncs from GitHub every 30 minutes (no webhook/push mechanism)
**Solution:** Wait 30 minutes after GitHub release for new version to appear in catalog.
## Troubleshooting
For production issues, see:
- **[Troubleshooting Guide](../troubleshooting/README.md)** - Comprehensive troubleshooting
- **[RBAC Issues](../troubleshooting/rbac-issues.md)** - Permission debugging
- **[Network Problems](../troubleshooting/network-problems.md)** - Connectivity issues
## Next Steps
- **[Kubernetes Deployment](kubernetes.md)** - Raw manifest deployment
- **[Helm Deployment](helm.md)** - Helm chart deployment
- **[Troubleshooting](../troubleshooting/README.md)** - Issue resolution
## References
- [Kubernetes Production Best Practices](https://kubernetes.io/docs/setup/best-practices/)
- [Headlamp Security](https://headlamp.dev/docs/latest/installation/in-cluster/#security)
- [Polaris Configuration](https://polaris.docs.fairwinds.com/customization/checks/)